"Succession" is for wealth managers
stevepb at Pixabay

"Succession" is for wealth managers

HBO’s monster-hit series “Succession,” about toxic greed, petty politicans and rapacious companies, is a guilty pleasure as it lifts the curtain on some truly awful characters who just might resemble living ones. It’s also a casebook study for wealth advisors dealing with difficult clients.

Join us for INVEST 2023, Financial Planning’s hands-on wealthtech conference. Click?here for more info .

The drama on display in the wittily dark series is nearing an end as the show premieres its final episode on May 28. But its takeaways will live on, even for the wealth management industry.

Read more: HBO's Succession and the lessons it has for financial advisors and clients

In other news:

要查看或添加评论,请登录

社区洞察

其他会员也浏览了